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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Daniel Reese (CRD# 4235684) is an Investment Advisor Representative working at Avery Wealth, Inc. in Jackson, MI and has over 23 years of experience in the finance industry. Daniel Reese has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Steven Reule (CRD# 5400047) is an Investment Advisor Representative working at Edward Jones in Parma, MI and has over 15 years of experience in the finance industry.
Nicholas Reynolds (CRD# 6945557) is an Investment Advisor Representative working at Dillon & Associates Inc. in Jackson, MI and has over 5 years of experience in the finance industry.
David Richmond (CRD# 2256619) is an Investment Advisor Representative working at Richmond Brothers, Inc. in Jackson, MI and has over 31 years of experience in the finance industry.
Austin Rinard (CRD# 5898317) is an Investment Advisor Representative working at Miller Financial Services LLC in Marshall, MI and has over 12 years of experience in the finance industry. Austin Rinard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Rumsey (CRD# 3165009) is an Investment Advisor Representative working at Spc in Coldwater, MI and has over 25 years of experience in the finance industry.
Raymond Saari (CRD# 2731038) is an Investment Advisor Representative working at Lpl Financial LLC in Albion, MI and has over 22 years of experience in the finance industry. Raymond Saari has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mark Sanborn (CRD# 4634394) is an Investment Advisor Representative working at Edward Jones in Angola, IN and has over 17 years of experience in the finance industry.
Daniel Scharlach (CRD# 4424445) is an Investment Advisor Representative working at Lpl Financial LLC in Angola, IN and has over 22 years of experience in the finance industry.
Tammi Schorfhaar (CRD# 2064274) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Coldwater, MI and has over 33 years of experience in the finance industry.